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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,556 | $40,435+15.1% | $80,627-42.3% | $74,460-37.5% |
| Participation rate | 20.1% | 47.4%-27.3pp | 67.0%-46.9pp | 70.7%-50.6pp |
| Annual return | 9.30% | 165.19%-155.9pp | 936.76%-927.5pp | 34.38%-25.1pp |
| Employer contribution / active EE | $546 | $1,498-63.6% | $2,723-80.0% | $2,638-79.3% |
| Participant deferral / active EE | $1,069 | $2,673-60.0% | $4,443-75.9% | $4,530-76.4% |
| Admin fee / account holder | $35 | $721-95.1% | $5,381-99.3% | $348-89.9% |